APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3176
$1.86K ﹤0.01%
50
3177
$1.85K ﹤0.01%
301
+137
3178
$1.85K ﹤0.01%
53
3179
$1.84K ﹤0.01%
65
3180
$1.84K ﹤0.01%
+71
3181
$1.84K ﹤0.01%
17
3182
$1.84K ﹤0.01%
400
3183
$1.83K ﹤0.01%
110
3184
$1.78K ﹤0.01%
160
3185
$1.78K ﹤0.01%
100
3186
$1.75K ﹤0.01%
92
3187
$1.75K ﹤0.01%
15
3188
$1.74K ﹤0.01%
86
3189
$1.71K ﹤0.01%
4
3190
$1.71K ﹤0.01%
54
3191
$1.7K ﹤0.01%
49
-50
3192
– –
0
3193
$1.69K ﹤0.01%
74
3194
$1.68K ﹤0.01%
17
3195
$1.67K ﹤0.01%
45
+36
3196
$1.67K ﹤0.01%
83
3197
$1.67K ﹤0.01%
275
3198
$1.67K ﹤0.01%
114
-357
3199
$1.66K ﹤0.01%
+4
3200
$1.66K ﹤0.01%
200
126 127
128
129 130